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#722 The Macro Economy and Your Portfolio w/ Lyn Alden

The Pomp Podcast

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What's the Difference Between the Forties and the Seventies?

Yesterday, six point two % c p i print. What was your overall read? Were you ex ing this high of a cp i print, or did ni catch you by surprise? To the outside, i didn't have a firm view on exactly what it would be,. So nothing between, say, five and six and a half % would have been surprising. My overall, high conviction view that it was going to be sticky at these elevated levels for at least, at least a few more quarters.

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